PFBT
STXF

Parkside Financial Bank & Trust’s Strive 500 ETF STXF Stock Holding History

Parkside Financial Bank & Trust’s Portfolio STXF Stock Details STXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-550
Closed -$18.5K – 2104
2024
Q1 		$18.5K Hold
550
– – ﹤0.01% 1029
2023
Q4 		$16.8K Buy
+550
New +$15.7K ﹤0.01% 1029

Other funds holding STXF

OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $461M AUM 20.77% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return

Parkside Financial Bank & Trust's STXF Position: Q2 2024 in Review

Parkside Financial Bank & Trust sold out of Strive 500 ETF (STXF) in Q2 2024, closing a stake of 550 shares — an estimated $18.5K sold.

Parkside Financial Bank & Trust first reported a position in STXF in Q4 2023 and held it in 2 quarters. The position peaked at $18.5K in Q1 2024. 95 funds tracked by Wall St. Rank hold STXF as of Q2 2024.

  • Parkside Financial Bank & Trust reported no remaining Strive 500 ETF position as of Q2 2024 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 550 Strive 500 ETF shares in Q2 2024, an estimated $18.5K.
  • Parkside Financial Bank & Trust first reported a position in Strive 500 ETF in Q4 2023 and held it in 2 quarters.
  • Parkside Financial Bank & Trust's Strive 500 ETF position peaked at $18.5K in Q1 2024.
  • 95 funds tracked by Wall St. Rank held Strive 500 ETF as of Q2 2024.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2024, filed 5 Aug 2024.